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Titleist Capital’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Titleist Capital’s Portfolio JMST Stock Details JMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$396K Buy
7,840
+1,852
+31% +$93.4K 0.09% 160
2022
Q3 		$301K Buy
+5,988
New +$303K 0.07% 179

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Titleist Capital's JMST Position: Q4 2022 in Review

Titleist Capital increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 31% in Q4 2022, buying an estimated $93.4K and bringing the position to 7,840 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #160.

Titleist Capital first reported a position in JMST in Q3 2022 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold JMST as of Q4 2022.

  • Titleist Capital held 7,840 shares of JPMorgan Ultra-Short Municipal Income ETF worth $396K as of Q4 2022.
  • Titleist Capital bought 1,852 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2022, an estimated $93.4K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of Titleist Capital's portfolio in Q4 2022, its #160 holding.
  • Titleist Capital first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2022.

Based on Titleist Capital's 13F filing for Q4 2022, filed 12 Jan 2023.